WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$25K ﹤0.01%
1,055
752
$25K ﹤0.01%
+528
753
$25K ﹤0.01%
198
754
$24K ﹤0.01%
200
755
$24K ﹤0.01%
660
756
$24K ﹤0.01%
524
757
$24K ﹤0.01%
722
-700
758
$24K ﹤0.01%
1,802
759
$24K ﹤0.01%
2,244
760
$24K ﹤0.01%
656
761
$24K ﹤0.01%
925
762
$23K ﹤0.01%
308
+228
763
$23K ﹤0.01%
1,384
764
$23K ﹤0.01%
570
765
$23K ﹤0.01%
382
766
$22K ﹤0.01%
280
767
$22K ﹤0.01%
635
-275
768
$22K ﹤0.01%
270
769
$21K ﹤0.01%
415
770
$21K ﹤0.01%
395
771
$21K ﹤0.01%
280
772
$21K ﹤0.01%
474
-155
773
$21K ﹤0.01%
500
774
$21K ﹤0.01%
1,000
775
$21K ﹤0.01%
1,731
29 30
31
32 33